Anchor Business Valuations & Financial Services, LLC

Anchor Business Valuations & Financial Services, LLC

2097 Trade Center Way, Unit B Naples, FL 34109

Office (239) 631-6306 Cell (312) 632-9144

Management

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Trisch Garthoeffner, the Founder and President of Anchor, has over 15 years of business valuation and financial advisory experience.  She obtained her training on Wall Street at various institutions including Merrill Lynch and Lehman Brothers.  She is a Certified Valuation Analyst ("CVA") and Master Analyst in Financial Forensics ("MAFF") through the National Association of Certified Valuators & Analysts ("NACVA") and is a previous Florida NACVA Regional State Chapter President.  Trisch has her Masters in Accounting with a concentration in business valuation studies ("MAcc").  Additionally, Trisch is an Enrolled Agent ("EA") which enables her to represent taxpayers in all capacities in a court of law.  EA's are the only IRS sponsored taxpayer representatives.

Trisch prefers to work as a financial neutral or collaboratively whenever possible.  She has found that, on average, the most cost and time efficient outcomes for clients are achieved by using an objective, neutral expert.  She is a Florida Academy of Collaborative Professionals ("FACP") board member and is the FACP treasurer.  Trisch also serves as the Vice President of the Collaborative Law Professionals of Southwest Florida. 

Trisch's LinkedIn page contains additional information on her background, as well as, many endorsements from attorneys, accountants, peers, and other professionals.


2097 Trade Center Way, Unit B, Naples, FL 34109                          
Phone: 239.631.6306 E-Mail: info@anchorbvfs.com